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Brown Financial Advisors’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Brown Financial Advisors’s Portfolio XSVN Stock Details XSVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.39M Buy
70,944
+16,724
+31% +$804K 1.28% 18
2025
Q4 		$2.6M Buy
54,220
+244
+0.5% +$11.8K 0.95% 32
2025
Q3 		$2.6M Buy
53,976
+2,491
+5% +$119K 0.96% 33
2025
Q2 		$2.47M Sell
51,485
-1,617
-3% -$76.5K 0.96% 33
2025
Q1 		$2.54M Buy
53,102
+14,925
+39% +$699K 1.05% 31
2024
Q4 		$1.77M Buy
38,177
+16,927
+80% +$801K 0.71% 43
2024
Q3 		$1.04M Sell
21,250
-21,801
-51% -$1.06M 0.43% 72
2024
Q2 		$2.02M Buy
+43,051
New +$2.01M 0.9% 31

Other funds holding XSVN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Brown Financial Advisors's XSVN Position: Q1 2026 in Review

Brown Financial Advisors increased its BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) stake by 31% in Q1 2026, buying an estimated $804K and bringing the position to 70,944 shares worth $3.39M. The position accounts for 1.28% of the portfolio, ranked #18.

Brown Financial Advisors first reported a position in XSVN in Q2 2024 and has held it in 8 quarters since. 49 funds tracked by Wall St. Rank hold XSVN as of Q1 2026.

  • Brown Financial Advisors held 70,944 shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF worth $3.39M as of Q1 2026.
  • Brown Financial Advisors bought 16,724 BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF shares in Q1 2026, an estimated $804K.
  • BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF made up 1.28% of Brown Financial Advisors's portfolio in Q1 2026, its #18 holding.
  • Brown Financial Advisors first reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in Q2 2024 and has held it in 8 quarters since.
  • 49 funds tracked by Wall St. Rank held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.